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Best Financial Advisors in Madison

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Madison, WIMadison, WI

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Madison, WIMadison, WI

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

8500 Greenway Blvd, Middleton, WI 53562
Middleton, WI 53562
  • Certified Financial Planner (CFP)

AssuredPartners Financial Advisors provides its services to individuals, families, and businesses in Madison and the neighboring cities. Its independent retirement plan advisors provide a variety of services, including financial planning, wealth management, and employee education. It assists clients via its Guided Wealth Portfolios, a personalized and diversified digital investing solution. LPL Financial is the broker-dealer for the company. AssuredPartners Financial Advisors is a member of the Global Retirement Partners Advisors Alliance.

8500 Greenway Blvd, Middleton, WI 53562
Middleton, WI 53562

Website(800) 362-7121

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

2921 Landmark Place, Suite 225, Madison, WI 52713
Madison, WI 52713
  • Certified Financial Planner (CFP)
  • Retirement Planning

Established in 2005, Atlas Wealth Advisers is a financial advisory firm catering to clients in Madison. Its advisory services include financial planning, Social Security optimization, and budgeting. It also offers insurance policies and retirement plans, such as IRA, pension, and profit-sharing. Additionally, the firm provides investment services like brokerage, portfolio management, stocks, bonds, and annuities. Its owner, Scott J. Richardson, started building his client base in the financial services industry in 2000. He is a Chartered Financial Consultant and an Accredited Asset Management Specialist.

2921 Landmark Place, Suite 225, Madison, WI 52713
Madison, WI 52713

Website(608) 827-8881

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

10 East Doty Street, Madison, WI 53703
Madison, WI 53703
  • Certified Financial Planner (CFP)

Blackhorn Partners provides financial advice and investor-specific wealth management plans in Madison. Its partners and strategists hold various certifications, including CFP, ChFC, CFA, and CIMA. They look to create tailor-fit plans that are family-centric, offer financial comfort, and protect their clients' lifestyles. The company also helps individuals and families build a strong legacy and financially prepare for retirement. Blackhorn Partners has regularly been invited to speaking and teaching engagements on key segments of wealth management.

10 East Doty Street, Madison, WI 53703
Madison, WI 53703

Website(888) 655-4566

Show Number
999 Fourier Drive, Madison, WI 53717
Madison, WI 53717
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

CLF Asset Management offers financial planning services, including cash flow analysis, financial goal analysis, investment planning, and tax planning. Additionally, the firm handles investment management and employer retirement planning. Its finance process has five steps: discovery meeting, fact-finding meeting, allocation meeting, ongoing reviews, and open-ended relationship. CLF Asset Management is an independent financial services firm serving the Madison metro and surrounding areas. It is committed to providing sound financial advice, creating custom financial plans, and maintaining long-term relationships with its clients.

999 Fourier Drive, Madison, WI 53717
Madison, WI 53717

Website(888) 505-3956

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A

Helpfulness: A+

Detail: A+

Madison, WI 53711Madison, WI 53711

Custer Plumb Financial Services has offered investment advice to Madison-area clients since 1981. Its typical services include retirement planning, investment management, estate planning, insurance options and recommendations, tax planning, lifestyle upkeep strategies, and money management solutions. In addition, the company introduces clients to charities around the world. The team of advisers volunteers their resources and time to these nonprofits on an annual basis. Fifteen percent of the firm's annual revenue goes to nonprofit outreach surrounding local, regional, country-wide, and international causes.

Madison, WI 53711Madison, WI 53711

Website(608) 238-8388

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8500 Greenway Blvd. Suite 101, Middleton, WI 53562
Middleton, WI 53562
  • Estate Planning
  • Certified Financial Planner (CFP)

Dorn Wealth Management is a financial advisory firm that provides planning and investment services for clients in Madison. It offers wealth management for clients by creating customized strategies of budgets, investments, and insurance. The firm also handles retirement planning and management of retirement income, wealth preservation, and legacy planning for families. Its other services include college funding, review of disability insurance, and life insurance. Its founder Megan Dorn is a Certified Financial Planner, Enrolled Agent (EA), and has a Certification for Long-Term Care.

8500 Greenway Blvd. Suite 101, Middleton, WI 53562
Middleton, WI 53562

Website(608) 960-7273

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

8383 Greenway Blvd Suite 210, Middleton, WI 53562
Middleton, WI 53562
  • Certified Financial Planner (CFP)

Empowered Financial Management is a fiduciary firm that caters to pre-retirees and retirees in Madison and the surrounding areas. Its team of financial advisors utilizes the 360° Retirement Planning approach to build comprehensive plans, covering various aspects of retirement, such as taxes, healthcare, retirement income, investments, and estate planning. Nicholas J. Toman, one of the firm's advisors, has been a Certified Financial Planner since 2013. The firm has been featured on several media outlets, such as NBC 15, Retirement News Online, and WIBA.

8383 Greenway Blvd Suite 210, Middleton, WI 53562
Middleton, WI 53562

Website(608) 212-7300

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.7 / 5 ( Best)

Total Reviews:

11 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

6502 Grand Teton Plaza, Madison, WI 53719
Madison, WI 53719
  • Certified Financial Planner (CFP)
  • Tax Planning

EnRich Financial Partners is an investment advisory firm based in Madison. With its team's collective experience of over 60 years, the firm serves as a family CFO dedicated to handling all aspects of client's finances, including creating strategies for financial security and managing their investments. Its clientele includes corporate executives, high-income professionals, retirees, recently divorced or widowed women, and small business owners. Clients can access their financial profiles through the company's online system, EnVision, which shows real-time data of their finances.

6502 Grand Teton Plaza, Madison, WI 53719
Madison, WI 53719

Website(888) 204-1557

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2701 International Lane, Madison, WI 53704
Madison, WI 53704
  • Certified Financial Planner (CFP)

Evolution Financial helps clients of all backgrounds in Madison. It offers various financial planning services, such as cash flow analysis and budgeting, insurance and risk management, 401(k) investment allocation and stock options, retirement projections, and debt management. It also offers various investment management strategies, including risk tolerance analysis, asset allocation, and investment selection and management. Sue Peck, who founded the company in 2017, donates a portion of her revenue annually to charitable institutions selected by her clients.

2701 International Lane, Madison, WI 53704
Madison, WI 53704

Website(608) 229-1335

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Madison, WI 53711Madison, WI 53711

Financial Wealth Management is a financial advisory firm located in Madison. The company's main focuses are asset allocation, retirement planning, business succession planning, and insurance options. Each retirement plan considers lifetime income needs, healthcare needs, estate protection solutions, cost of living, Social Security maximization strategies, employee retirement benefits maximization strategies, traditional IRAs, and Roth IRAs. The asset allocation strategies are personalized recommendations based on clients' goals, risk tolerances, investment preferences, time limits, and tax liabilities. Meanwhile, the insurance planning analyzes and recommends life, long term care, disability, health, and dental policies, along with group health benefits.

Madison, WI 53711Madison, WI 53711

Website(608) 276-9691

Show Number
211 East Verona Ave. Suite 4, Verona, WI 53593
Verona, WI 53593
  • Certified Financial Planner (CFP)

Founded in 2006, Fiscal Fitness is a financial consulting firm serving clients in Madison. It helps individuals achieve their financial objectives by offering financial advisory services, such as debt management, portfolio review, cash flow analysis, and retirement planning. Its advisors recommend Social Security claiming strategies and assess clients' financial risk tolerance to provide services that suit their individual needs. Owner Kathy Hankard is a Certified Financial Planner who has worked with more than 300 clients.

211 East Verona Ave. Suite 4, Verona, WI 53593
Verona, WI 53593

Website(608) 848-1133

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

2810 Crossroads Drive, Madison, WI 53718
Madison, WI 53718
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Fortress Planning Group is an independent and fiduciary firm with an office located in Madison. It comprises investment advisors who help individuals and businesses achieve financial freedom. They offer investment management services that educate clients on how to invest money wisely in the proper platform. Additionally, they assist in the planning of retirement, as well as selecting the right investment options that best fit clients' needs. Investment advisor and founder Scott Wellens uses a client-centered approach in delivering custom-tailored wealth planning solutions.

2810 Crossroads Drive, Madison, WI 53718
Madison, WI 53718

Website(608) 400-6009

Show Number
Madison, WI 53719Madison, WI 53719

Forward Investment Advisors is an investment management firm that's served Madison clients for nearly three decades. The customized client portfolios use a combination of no-load mutual funds and stocks. Clients receive quarterly market commentaries, performance reports, and detailed investment reports. The firm also offers financial planning services, including a net worth statement, investment analysis, risk analysis, insurance recommendations, goal identification, education funding strategies, and retirement needs analysis. For clients with existing portfolios, the second opinion services provide investment recommendations and strategies on an hourly basis. Company chairman Raymond Unger is a Chartered Financial Analyst with a BBA.

Madison, WI 53719Madison, WI 53719

Website(608) 833-9400

Show Number
Madison, WI 53703Madison, WI 53703

Isthmus Partners is a Madison-based investment management and financial advisory firm. For individuals and families, its consulting services include comprehensive planning, risk tolerance analysis, portfolio allocation, preparation of investment policy statements, and ongoing strategy monitoring. In addition, the advisers can partner with estate planning attorneys, tax professionals, and bankers to create more in-depth financial solutions. Institutions have access to investment management strategies that include future growth planning, company valuations, risk evaluations, and risk management. The firm analyzes equity markets to find efficient, low-risk investment opportunities that generate income on a long-term basis. The exact investment strategy varies with the size of the institution.

Madison, WI 53703Madison, WI 53703

Website(608) 729-0949

Show Number
6410 Enterprise Ln, Madison, WI 53719
Madison, WI 53719
  • Certified Financial Planner (CFP)

Leach, Bickmore & Weiss Wealth Management is an independent company that serves the Madison metro. It assists clients in making informed decisions about their financial goals through services such as asset management, personal financial consulting, and estate planning. Its financial advisors and educators guide entrepreneurs in planning their business and create customized financial plans tailored according to individual clients' needs. The firm's founder, Daniel Weiss, was inducted into the JFNA National Young Leadership Cabinet in 2019.

6410 Enterprise Ln, Madison, WI 53719
Madison, WI 53719

Website(608) 286-1321

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

Madison, WI 53711Madison, WI 53711

Legacy Advisor Network is a Madison-based wealth management firm with almost $500 in current managed assets. It serves clients throughout the nation, though there are specialized focuses on Northern Illinois and Wisconsin. With a company history dating back to 1913, the firm now is composed of nearly 30 independent financial advisers. The firm's services include investment planning and management, insurance options, other risk management strategies, business planning, retirement planning, estate planning, and comprehensive wealth management. The insurance choices cover security during wealth transfers, solutions for businesses to retain their key employees with ideal benefits, and disability income policies.

Madison, WI 53711Madison, WI 53711

Website(608) 442-1400

Show Number
1502 West Broadway, Monona, WI 53713
Monona, WI 53713
  • Estate Planning
  • Private Wealth Advisor
  • Retirement Planning
  • Tax Planning

Madison Partners is a wealth advising firm that offers financial planning solutions to individuals, families, and business professionals in the city and surrounding areas. It offers a number of services, including asset management, succession planning, retirement planning, and tax strategy. The firm helps clients maximize their funds through tax-efficient and cost-efficient investment management strategies. Assets are also placed in diversified accounts to manage risks. Madison Partners also works with its clients' tax and legal professionals to ensure that their money is protected and accounted for.

1502 West Broadway, Monona, WI 53713
Monona, WI 53713

Website(608) 210-1021

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

13 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Madison, WI 53705Madison, WI 53705

McKinley Money is a Registered Investment Adviser offering advice and asset management to clients in Eau Claire and Madison. Company founder Kevin McKinley has over three decades of experience in the financial advisory industry. Typical clients are families and individuals with a minimum of $500,000 in investable assets. The firm specializes in pre-retirement wealth accumulation, cash flow planning for retirees, college tuition funding strategies, tax reduction planning, and efficient charitable giving strategies. Kevin can also coordinate the estate planning and tax reduction efforts with attorneys and accountants.

Madison, WI 53705Madison, WI 53705

Website(608) 285-5188

Show Number
814 Atlas Avenue, Madison, WI 53714
Madison, WI 53714
  • Certified Financial Planner (CFP)
  • Tax Preparation
  • Tax Planning

Mennenga Tax & Financial has been offering its services to the residents of Madison and the surrounding metro areas for more than 33 years. It offers investment services, employing a variety of strategies to help reach each client's goals while considering their risk tolerance, time horizon, and tax situation. The firm also assists with retirement planning, education planning, and inheritance. Co-founder Marshall Mennenga is a tax and financial advisor who has been in the finance industry since 1970.

814 Atlas Avenue, Madison, WI 53714
Madison, WI 53714

Website(608) 241-5678

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

22 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Madison, WI 53703Madison, WI 53703

Perk Planning is a Registered Investment Advisory firm located in Madison. The company's live planning session services are optimized for clients who only have a few questions, want independent clarification and prioritization of their goals, or need a second opinion. The deep dive services cover multiple aspects of a client's finances with fees that vary depending on the complexity. Clients can use their periodic review services to monitor and adjust their financial plans over time. The firm also offers an ongoing client program that provides ongoing plan access, priority appointment booking, prompt responses to questions, and discounted overall planning services.

Madison, WI 53703Madison, WI 53703

Website(608) 628-8730

Show Number
525 Junction Road, Madison, WI 53717
Madison, WI 53717
  • Estate Planning

Poehling Capital Management is a financial advisory firm that has been serving the residents of Madison and the surrounding areas for more than 15 years. Its financial planning services include education planning, legacy planning, and retirement planning. In addition, it provides estate planning and investment management services. The firm practices a collaborative approach and works with clients' attorneys, insurance agents, tax planners, and other financial advisors. The company president, Thomas R. Poehling, has been working in the investment industry for more than 30 years.

525 Junction Road, Madison, WI 53717
Madison, WI 53717

Website(800) 969-2208

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

400 Interlake Drive, Monona, WI 53716
Monona, WI 53716
  • Certified Financial Planner (CFP)

RMR Wealth Advisors is a financial planning and investment management firm that serves the residents of Madison and the surrounding areas. Its wealth management services include cash flow planning and management, retirement strategies and planning, and insurance planning. The firm also provides investment management services. RMR Wealth Advisors' team has a combined industry experience of more than 70 years. Founder and owner Erik Mikkelson is a Certified Financial Planner and is contributing author to the finance book Bringing Value, Solving Problems and Leaving a Legacy.

400 Interlake Drive, Monona, WI 53716
Monona, WI 53716

Website(877) 890-7676

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Madison, WI 53717Madison, WI 53717

SVA Financial Group has served the Appleton, Brookfield, Madison, and Sioux Falls communities for over two decades. Currently, it manages more than $2.5 billion in client assets. Typical services include personal investment strategies, individual retirement services, retirement plans for businesses, trust and estate planning, tax planning, and impact investing. In addition, the firm has specialized services that address the unique concerns of professional women, physicians, and university students. Clients can receive consultations regarding life transitions like marriage, divorce, birth of children, changing healthcare needs, sudden inheritance, and business ownership transitions. The company's retirement planning strategies aim to retain employees.

Madison, WI 53717Madison, WI 53717

Website(888) 856-8801

Show Number
406 Science Drive, Madison, WI 53711
Madison, WI 53711
  • Estate Planning
  • Certified Financial Planner (CFP)

The Capital Group is a financial services company serving clients in Madison. It provides a wide range of financial planning services, including wealth accumulation, retirement planning, capital preservation, and tax reduction strategies. Its financial planners have earned professional certifications and designations and are authorized to sell the various investment and insurance products. Partner Andrew Seaborg has been serving different types of clients, including shareholders, C-level executives, and charitable trusts. He is also a voting member of the Wisconsin International Trade Council.

406 Science Drive, Madison, WI 53711
Madison, WI 53711

Website(608) 268-5100

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1255 Fourier Dr., Suite 200, Madison, WI 53717
Madison, WI 53717
  • Certified Financial Planner (CFP)

Thompson Investment Management, Inc., helps Madison clients achieve their financial goals. It provides financial management solutions such as retirement plan services, investment portfolio management, and proprietary mutual fund offerings. Its financial advisors conduct risk and diversification analysis, design investment strategies, and assist companies in educating employees on 401(k) plans and profit-sharing benefits. The company has been serving the community since 1984 and is a member of the Investment Company Institute. It gives back to the community by supporting MadisonOpera and WALK.

1255 Fourier Dr., Suite 200, Madison, WI 53717
Madison, WI 53717

Website(608) 827-5700

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Madison, WI 53717Madison, WI 53717

Tota Vita Financial Associates is a financial advisory firm that serves clients in the Madison area. Its services include customized financial planning, advanced investment planning, legacy planning, estate planning, retirement planning, business succession planning, risk management options, and charitable giving strategies. The succession planning services involve coordinated efforts from a team of consultants who offer financial assistance, documentation management, and emotional support. Clients of all ages can benefit from the goal-based retirement planning options, which help pre-retirees prepare for the retirement transition and enables retirees to generate consistent income through their portfolios.

Madison, WI 53717Madison, WI 53717

Website(608) 237-1888

Show Number
1600 Aspen Commons, Middleton, WI 53562
Middleton, WI 53562
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Tyler Knowles is a wealth management advisor under Northwestern Mutual, a company that has been serving Madison and the neighboring communities for more than 160 years. He specializes in working with individual investors and business owners to help grow their finances and create a comprehensive financial plan. Tyler also assists in estate planning, long-term care planning, and private wealth management. He also assesses an individual's risk tolerance to customize investment portfolios that clients can be comfortable with.

1600 Aspen Commons, Middleton, WI 53562
Middleton, WI 53562

Website(608) 662-3920

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Madison, WI 53711Madison, WI 53711

Walkner Condon Financial Advisors is a wealth management and financial planning firm serving families and individuals in Milwaukee and Madison. Clients can choose strategic investment plans, which prioritize low expenses and tax-efficiency to generate regular income. The dynamic plans use a diversified portfolio to create more pronounced growth with security selections and active rebalancing. ESG plans are the highest risk and are focused on aggressive growth through investments in socially responsible industries. Clients can also dictate their level of ongoing investment management by choosing the gold, platinum, or diamond service model. Diamond is reserved for clients with assets over $3 million.

Madison, WI 53711Madison, WI 53711

Website(608) 234-4127

Show Number
440 Science Drive, Madison, WI 53711
Madison, WI 53711
  • Certified Financial Planner (CFP)

Wealth Enhancement Group is an organization that has been serving Madison and surrounding communities since 1997. It offers a wide range of financial planning services to individuals and families, including comprehensive wealth management, family office, tax preparation, and trust services. Retirement plan consulting and employee benefits programs are also available for businesses. The office's senior vice president, Daniel Hyland, has been working as a financial advisor for almost 40 years. He has served as a guest speaker on investments and planning for multiple groups.

440 Science Drive, Madison, WI 53711
Madison, WI 53711

Website(608) 276-9691

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

10 Terrace Court, Suite 103, Madison, WI 53718
Madison, WI 53718
Instagram
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Investment Management
  • Charitable Giving

Wealthspire Advisors is an independent registered investment advisor serving clients in Madison and across the United States. Comprised of fiduciary advisors who value connecting all parts of clients’ financial lives, Wealthspire aims to deliver collaborative strategies that optimize their finances and fulfill their aspirations. Advisors provide customized planning, continuing education, and coordination. The firm has been named a Top RIA by both Barron’s and Financial Advisor Magazine for three consecutive years. It has also been featured on Forbes’ “Best-in-state Advisors” and “Top Women Advisors” lists in 2020.

10 Terrace Court, Suite 103, Madison, WI 53718
Madison, WI 53718

InstagramWebsite(608) 416-4394

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A

Helpfulness: A

Detail: A

725 Heartland Trail, Madison, WI 53717
Madison, WI 53717
  • Certified Financial Planner (CFP)

Yahara Wealth Management in Madison caters to clients looking for assistance in managing and planning their finances. Its services include investment management, where the staff recommends evidence-based strategies for client's investment portfolios. The company also handles various kinds of financial planning, ranging from student loan analyses to retirement planning. Tax planning services are available as well. Leonard W. Barry, the company's founding partner, has over 15 years of experience in the financial advising industry. He is also a Certified Financial Planner.

725 Heartland Trail, Madison, WI 53717
Madison, WI 53717

Website(608) 467-1010

Show Number

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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